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Leonardo W
Series 65, Series 66
Brownsville, TX
Valley Regional Capital Management LLC
Leonardo Walss is a financial advisor at Valley Regional Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Gagni Asset Management LLC, Transpecos Banks, Acelity, and Equitable Advisors. Outside of his advisory role, he serves as an assistant vice president at Transpecos Bank, a position not related to investment activities. Valley Regional Capital Management LLC is an independent advisory firm serving individual clients, including high-net-worth individuals. The firm employs fundamental, technical, and quantitative analysis in its investment approach, utilizing a combination of long-term trading and options strategies tailored to documented client risk tolerances.
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